Keep waiting conversations from going quiet
Put an explicit check-in on the Close task list when a conversation is waiting for a reply.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
A conversation that needs a check-in can be forgotten when its status is tracked away from the CRM.
- Surfaces conversations explicitly awaiting replies
- Creates a follow-up task rather than sending an unapproved message
- Uses available dates and lead context
Setup
Build it in a few focused steps.
- 1Connect Agiled and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Ask Notis to review Agiled for conversations explicitly awaiting a reply and create Close tasks to check in when a lead and next action are identifiable.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real conversation that is still awaiting a reply.
Questions about this workflow
How will Notis know a reply has not arrived?
Agiled must expose a status or history that supports that conclusion. If it does not, Notis should report that the reply state cannot be verified.
Will this send a follow-up?
No. It creates a Close task for a person to review and act on.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Close. A trigger fires from one place; an action lands in another.
Agiled triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Agiled and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Close.